Know Your Clients’ behaviours: a cluster analysis of financial transactions JRJ Thompson, L Feng, RM Reesor, C Grace Journal of Risk and Financial Management 14 (2), 50, 2021 | 21 | 2021 |
Costly Financial Advice: Conflicts of Interest or Misguided Beliefs JT Linnainmaa, BT Melzer, A Previtero, C Grace Working Paper. London, Canada: Western University, 2015 | 13 | 2015 |
Learning about financial health in Canada A Metzler, Y Zhou, C Grace Available at SSRN 3507769, 2019 | 8 | 2019 |
Next-Gen Financial Advice: Digital Innovation and Canada’s Policymakers C Grace CD Howe Institute Commentary 538, 2019 | 3 | 2019 |
Measuring the gap between elicited and revealed risk for investors: An empirical study JRJ Thompson, L Feng, RM Reesor, C Grace, A Metzler Financial Planning Review 5 (4), e1151, 2022 | 1 | 2022 |
Measuring Financial Advice: aligning client elicited and revealed risk JRJ Thompson, L Feng, RM Reesor, C Grace, A Metzler arXiv preprint arXiv:2105.11892, 2021 | | 2021 |
Next-Generation Financial Advice: Reimagining Wealth Management in the Age of Technology C Grace, A Sarta The Technological Revolution in Financial Services: How Banks, FinTechs, and …, 2020 | | 2020 |
LEARNING ABOUT FINANCIAL WELL-BEING IN CANADA A Metzler, Y Zhou, C Grace | | 2019 |